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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,972 | $157,296-30.7% | $141,191-22.8% | $152,897-28.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 17.82% | 64.34%-46.5pp | 71.41%-53.6pp | 345.43%-327.6pp |
| Employer contribution / active EE | $4,424 | $5,262-15.9% | $4,736-6.6% | $4,764-7.1% |
| Participant deferral / active EE | $7,518 | $7,111+5.7% | $6,710+12.0% | $5,851+28.5% |
| Admin fee / account holder | $12,938 | $12,125+6.7% | $10,264+26.1% | $11,599+11.5% |